Roles

Roles control what individual members can do within a subaccount.

While permissions define the overall rules for a subaccount, roles apply additional restrictions on a per-member basis. A role can never grant access beyond what the subaccount’s permissions allow.

Inviting Members

Members are invited from the dedicated page of a subaccount.

To invite a member:

The invited member will see the invitation in their Notifications list and must accept it before gaining access to the subaccount.

Removing Members

Members can be removed at any time by the Owner or Admin.

To remove a member:

Removing a member revokes all access to the subaccount. Removed members are not blacklisted and can be invited back at any time if access is needed again.

Assigning and Managing Roles

Each member is assigned one role per subaccount.

Roles can be changed at any time by the Owner or Admin. Changes take effect immediately and apply to all future actions taken by that member.

To remove all access to a subaccount, remove the member using the guide above.

Available Roles

The table below shows what each role can do within a subaccount.

Each row represents a capability that can be granted or restricted through role assignment, subject to the subaccount’s permissions.

Capability definitions

View balances:Allows viewing available, reserved, and total balances for the subaccount.

Export statements / reports: Allows exporting trade history, balance statements, and activity reports.

Trade spot: Allows placing and managing spot orders.

Withdraw: Allows withdrawing funds from the subaccount to external wallets, subject to withdrawal permissions, limits, and whitelists.

Internal transfers (between subaccounts): Allows transferring funds internally between subaccounts owned by the same main account.

Manage API keys: Allows creating, editing, and revoking API keys associated with the subaccount.

Manage members & roles: Allows inviting members, removing members, and assigning or changing their roles.

Change subaccount risk / settings: Allows modifying subaccount-level permissions, limits, and risk controls.

Manage Admin role: Allows granting or revoking the Admin role for other members.

Transfer ownership: Allows transferring ownership of the subaccount to another member.

Using Roles With Permissions

Permissions and roles work together to create flexible yet controlled subaccount environments.

Permissions define what the subaccount allows at a system level. Roles determine how each member can act within those boundaries.

Example: Responsibility isolation

Spot trading is enabled at the permission level, but only members with the Trader role can place orders. Viewers can monitor activity without the ability to trade.

Example: Treasury separation

Withdrawals and internal transfers are enabled by permissions, but only members with the Treasury role handle fund movement. Traders can trade but cannot move funds.

This separation allows Owners to delegate responsibility without surrendering control.